| Revenue growth | Standalone up 38% YoY, Consolidated up 5.2% YoY for FY26. |
|---|---|
| Margins | EBITDA margin improved significantly to 32% (standalone) due to pricing power. |
| Demand visibility | High, supported by government targets and ALMM mandates for domestic content. |
| Management confidence | Strong, citing policy tailwinds and demand for domestic solar glass. |
Growth
FY26 Standalone Revenue up 38.3%, EBITDA surged 172.4% to ₹491.7 Cr. Q4FY26 PAT rose to ₹169 Cr.
Outlook
Expanding capacity by 600 TPD (total 1600 TPD) by Dec 2026 via ₹950 Cr investment. Targeting 280GW solar by 2030.
Risks
Low export demand, high fuel costs due to West Asian conflict, and potential technological obsolescence of older capacities.
Earnings Call filed with NSE, NSE: BORORENEW. Summary written with AI assistance from the document.
Borosil Renewables Ltd: key numbers
- Share price
- ₹438.10
- Market cap
- ₹6,448 Cr
- Revenue (annual)
- ₹1,556 Cr
- Net profit (annual)
- ₹129.1 Cr
- P/E (TTM)
- 16.9×Sector 45.6×
- Promoter holding
- 56.02%-2.75% QoQ
- FII holding
- 5.62%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Borosil Renewables Ltd
All →Borosil Renewables Capacity Expansion: ₹1,100 Cr Investment
Borosil Renewables' board approved revised Rs.1100 Cr cost and March 2027 timeline for its 600 TPD expansion. Delay follows Middle East supply disruptions, funded via internal accruals.
- Value
- ₹1,100 Cr
- Execution
- by end of March 2027
- molten glass production capacity
- 1600 TPD
Borosil Renewables Other Announcement
Borosil Renewables Limited informed the exchange regarding an interview of its Executive Chairman, Mr. Pradeep Kumar Kheruka, with CNBC Bajar concerning the company's general business update.
Borosil Renewables Investor Presentation: Key Takeaways
Borosil Renewables is expanding solar glass capacity to 1,600 TPD to capture a large domestic supply gap, targeting ₹2,500 Cr turnover post-expansion.
- Call
- Guides 60% growth
Borosil Renewables Annual General Meeting
Borosil Renewables Limited conducted its 63rd Annual General Meeting on August 27, 2026. Shareholders considered financial statements, auditor re-appointments, and fund-raising proposals via equity issuance.
Borosil Renewables Other Announcement
Borosil Renewables Ltd has filed its quarterly shareholding pattern as mandated by SEBI. This routine disclosure details the shareholding distribution among various investor categories.
Borosil Renewables Capital Structure Change
Borosil Renewables cancelled 1,12,578 warrants and forfeited Rs. 1.49 Crore in subscription money due to non-payment. The company also restructured the utilization of issue proceeds.
- Value
- ₹1.49 Cr